Kim Tillotson Fleming, CFA®

Chairman and Chief Executive Officer

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Craig A. Tillotson

Vice Chairman

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Donald M. Belt, CFA®

President

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Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

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Timothy Davis

Director of Fixed Income

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Amanda Eyles

Director of Insurance

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Linda Fryz

Director of Facilities

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Rachel M. Hawili, AIFA®

Director of Corporate Services

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Cyndy L. Kern

Director of Client Support

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Brian J. Koble, CFA®

Chief Investment Officer

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Michael T. McGrath, CFP®

Chief Client Officer

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Craig McRoberts, AIFA®

Executive Vice President

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Nichole McQuaide, PHR

Director of Human Resources

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James G. Meredith, CPA/PFS

Executive Vice President

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Joseph Niesslein, CPA®

Chief Financial Officer

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Alexandra Sanzone, CFP®

Director of Financial Planning

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Larry D. Sebbens

Director of Marketing

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Matthew Snider, CFP®

Senior Vice President & Branch Manager

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Paul Taddeo

Chief Compliance Officer

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Alfred Vallano

Senior Vice President & Branch Manager

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William Wilson

Senior Vice President & Branch Manager

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